Spezialberater Vermögen Für Generationen (d/m/w), Frankfurt

Deutsche Bank

Frankfurt, Germany
Hybrid
Wealth management expertise
Succession planning and structuring
Client relationship building
In their role, they will advise selected high-potential private individuals and entrepreneurs in Wealth Management Germany on issues related to wealth succession planning and structuring

Job Summary

  • In their role, they will advise selected high-potential private individuals and entrepreneurs in Wealth Management Germany on issues related to wealth succession planning and structuring.
  • The role involves building customer relationships with new clients, particularly the inheritor generation, and maintaining existing client relationships in cases of inheritance.
  • The bank offers a wide range of benefits covering professional and personal needs, including emotional, physical, social, and financial support.

Matching Summary

In their role, they will advise selected high-potential private individuals and entrepreneurs in Wealth Management Germany on issues related to wealth succession planning and structuring.

Skills & Requirements

Must-have

  • Wealth Management expertise
  • Succession planning and structuring
  • Client relationship building
  • Legal knowledge in civil and tax law
  • Network building with multipliers

Nice-to-have

  • Proactive and initiative-driven
  • Customer and service-oriented
  • Motivating and supportive colleague
  • Open-minded and confident demeanor

Key Requirements

  • Completed law degree or comparable legal education
  • Several years of successful sales experience
  • Strong sales skills
  • Proven success in customer-focused consulting
  • Willingness to travel within the region

Work Rights

Not specified

Tailored Resume

Cover Letter